Sundaram Business Cycle Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,605 Cr
Expense Ratio
0.51%
ISIN
INF903JA1LQ6
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
26 Jun 2024
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹10.37, Assets Under Management (AUM) of 1604.63 Crores, and an expense ratio of 0.51%.
- Sundaram Business Cycle Fund Direct Growth has given a CAGR return of 3.68% since inception.
- The fund's asset allocation comprises around 83.32% in equities, 0.00% in debts, and 16.68% in cash & cash equivalents.
- You can start investing in Sundaram Business Cycle Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+3.68%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹1,336.97 Cr | 83.32% |
| Others | ₹267.66 Cr | 16.68% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Treps | Cash - Repurchase Agreement | ₹251.09 Cr | 15.65% |
| Bharti Airtel Ltd | Equity | ₹88.09 Cr | 5.49% |
| Kotak Mahindra Bank Ltd | Equity | ₹87.7 Cr | 5.47% |
| Larsen & Toubro Ltd | Equity | ₹67.89 Cr | 4.23% |
| Eternal Ltd | Equity | ₹61.27 Cr | 3.82% |
| Reliance Industries Ltd | Equity | ₹61.22 Cr | 3.82% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹59.98 Cr | 3.74% |
| Sapphire Foods India Ltd | Equity | ₹45.7 Cr | 2.85% |
| HDFC Life Insurance Co Ltd | Equity | ₹41.56 Cr | 2.59% |
| Ambuja Cements Ltd | Equity | ₹40.19 Cr | 2.50% |
| Jubilant Foodworks Ltd | Equity | ₹38.41 Cr | 2.39% |
| Amara Raja Energy & Mobility Ltd | Equity | ₹38.16 Cr | 2.38% |
| Affle India Ltd | Equity | ₹37.28 Cr | 2.32% |
| PB Fintech Ltd | Equity | ₹35.64 Cr | 2.22% |
| Hindalco Industries Ltd | Equity | ₹32.27 Cr | 2.01% |
| Tata Motors Ltd | Equity | ₹31.96 Cr | 1.99% |
| Cyient Ltd | Equity | ₹29.62 Cr | 1.85% |
| Narayana Hrudayalaya Ltd | Equity | ₹28.96 Cr | 1.80% |
| SKF India Ltd | Equity | ₹28.53 Cr | 1.78% |
| United Spirits Ltd | Equity | ₹28 Cr | 1.75% |
| Tata Power Co Ltd | Equity | ₹27.8 Cr | 1.73% |
| Bharat Electronics Ltd | Equity | ₹27.42 Cr | 1.71% |
| Kirloskar Pneumatic Co Ltd | Equity | ₹25.75 Cr | 1.60% |
| United Breweries Ltd | Equity | ₹25.41 Cr | 1.58% |
| Craftsman Automation Ltd | Equity | ₹24.94 Cr | 1.55% |
| Delhivery Ltd | Equity | ₹22.56 Cr | 1.41% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹22.07 Cr | 1.38% |
| Prudent Corporate Advisory Services Ltd | Equity | ₹21.98 Cr | 1.37% |
| FSN E-Commerce Ventures Ltd | Equity | ₹21.1 Cr | 1.31% |
| Mahindra & Mahindra Ltd | Equity | ₹20.48 Cr | 1.28% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹17.49 Cr | 1.09% |
| Rategain Travel Technologies Ltd | Equity | ₹17.42 Cr | 1.09% |
| Indian Energy Exchange Ltd | Equity | ₹17.03 Cr | 1.06% |
| Cash And Other Net Current Assets | Cash | ₹16.57 Cr | 1.03% |
| Deepak Nitrite Ltd | Equity | ₹16.21 Cr | 1.01% |
| Dr. Lal PathLabs Ltd | Equity | ₹16.02 Cr | 1.00% |
| Electronics Mart India Ltd | Equity | ₹15.67 Cr | 0.98% |
| Praj Industries Ltd | Equity | ₹15.46 Cr | 0.96% |
| Metropolis Healthcare Ltd | Equity | ₹14.72 Cr | 0.92% |
| SJS Enterprises Ltd | Equity | ₹12.79 Cr | 0.80% |
| Bosch Ltd | Equity | ₹12.68 Cr | 0.79% |
| Ola Electric Mobility Ltd | Equity | ₹12.66 Cr | 0.79% |
| Graphite India Ltd | Equity | ₹11.99 Cr | 0.75% |
| Go Fashion (India) Ltd | Equity | ₹11.58 Cr | 0.72% |
| Cello World Ltd | Equity | ₹9.16 Cr | 0.57% |
| InterGlobe Aviation Ltd | Equity | ₹7.54 Cr | 0.47% |
| Greaves Cotton Ltd | Equity | ₹6.6 Cr | 0.41% |
Allocation By Market Cap (Equity)
Large Cap Stocks
39.64%
Mid Cap Stocks
9.31%
Small Cap Stocks
34.37%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹400.47 Cr | 24.96% |
| Industrials | ₹281.52 Cr | 17.54% |
| Financial Services | ₹203.9 Cr | 12.71% |
| Communication Services | ₹125.37 Cr | 7.81% |
| Basic Materials | ₹88.67 Cr | 5.53% |
| Energy | ₹61.22 Cr | 3.82% |
| Healthcare | ₹59.7 Cr | 3.72% |
| Consumer Defensive | ₹53.41 Cr | 3.33% |
| Technology | ₹34.91 Cr | 2.18% |
| Utilities | ₹27.8 Cr | 1.73% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Dwijendra Srivastava
Since June 2024
S. Bharath
Since June 2024
Sandeep Agarwal
Since June 2024
Ratish Varier
Since June 2024
Pathanjali Srinivasan
Since June 2024
Additional Scheme Detailsas of 31st March 2025
ISIN INF903JA1LQ6 | Expense Ratio 0.51% | Exit Load 1.00% | Fund Size ₹1,605 Cr | Age 9 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
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What is the current NAV of Sundaram Business Cycle Fund Direct Growth?
What is the portfolio composition of Sundaram Business Cycle Fund Direct Growth?
Who manages the Sundaram Business Cycle Fund Direct Growth?
- Dwijendra Srivastava
- S. Bharath
- Sandeep Agarwal
- Ratish Varier
- Pathanjali Srinivasan
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Sundaram Business Cycle Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,605 Cr
Expense Ratio
0.51%
ISIN
INF903JA1LQ6
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
26 Jun 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹10.37, Assets Under Management (AUM) of 1604.63 Crores, and an expense ratio of 0.51%.
- Sundaram Business Cycle Fund Direct Growth has given a CAGR return of 3.68% since inception.
- The fund's asset allocation comprises around 83.32% in equities, 0.00% in debts, and 16.68% in cash & cash equivalents.
- You can start investing in Sundaram Business Cycle Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
+3.68%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹1,336.97 Cr | 83.32% |
| Others | ₹267.66 Cr | 16.68% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Treps | Cash - Repurchase Agreement | ₹251.09 Cr | 15.65% |
| Bharti Airtel Ltd | Equity | ₹88.09 Cr | 5.49% |
| Kotak Mahindra Bank Ltd | Equity | ₹87.7 Cr | 5.47% |
| Larsen & Toubro Ltd | Equity | ₹67.89 Cr | 4.23% |
| Eternal Ltd | Equity | ₹61.27 Cr | 3.82% |
| Reliance Industries Ltd | Equity | ₹61.22 Cr | 3.82% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹59.98 Cr | 3.74% |
| Sapphire Foods India Ltd | Equity | ₹45.7 Cr | 2.85% |
| HDFC Life Insurance Co Ltd | Equity | ₹41.56 Cr | 2.59% |
| Ambuja Cements Ltd | Equity | ₹40.19 Cr | 2.50% |
| Jubilant Foodworks Ltd | Equity | ₹38.41 Cr | 2.39% |
| Amara Raja Energy & Mobility Ltd | Equity | ₹38.16 Cr | 2.38% |
| Affle India Ltd | Equity | ₹37.28 Cr | 2.32% |
| PB Fintech Ltd | Equity | ₹35.64 Cr | 2.22% |
| Hindalco Industries Ltd | Equity | ₹32.27 Cr | 2.01% |
| Tata Motors Ltd | Equity | ₹31.96 Cr | 1.99% |
| Cyient Ltd | Equity | ₹29.62 Cr | 1.85% |
| Narayana Hrudayalaya Ltd | Equity | ₹28.96 Cr | 1.80% |
| SKF India Ltd | Equity | ₹28.53 Cr | 1.78% |
| United Spirits Ltd | Equity | ₹28 Cr | 1.75% |
| Tata Power Co Ltd | Equity | ₹27.8 Cr | 1.73% |
| Bharat Electronics Ltd | Equity | ₹27.42 Cr | 1.71% |
| Kirloskar Pneumatic Co Ltd | Equity | ₹25.75 Cr | 1.60% |
| United Breweries Ltd | Equity | ₹25.41 Cr | 1.58% |
| Craftsman Automation Ltd | Equity | ₹24.94 Cr | 1.55% |
| Delhivery Ltd | Equity | ₹22.56 Cr | 1.41% |
| Crompton Greaves Consumer Electricals Ltd | Equity | ₹22.07 Cr | 1.38% |
| Prudent Corporate Advisory Services Ltd | Equity | ₹21.98 Cr | 1.37% |
| FSN E-Commerce Ventures Ltd | Equity | ₹21.1 Cr | 1.31% |
| Mahindra & Mahindra Ltd | Equity | ₹20.48 Cr | 1.28% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹17.49 Cr | 1.09% |
| Rategain Travel Technologies Ltd | Equity | ₹17.42 Cr | 1.09% |
| Indian Energy Exchange Ltd | Equity | ₹17.03 Cr | 1.06% |
| Cash And Other Net Current Assets | Cash | ₹16.57 Cr | 1.03% |
| Deepak Nitrite Ltd | Equity | ₹16.21 Cr | 1.01% |
| Dr. Lal PathLabs Ltd | Equity | ₹16.02 Cr | 1.00% |
| Electronics Mart India Ltd | Equity | ₹15.67 Cr | 0.98% |
| Praj Industries Ltd | Equity | ₹15.46 Cr | 0.96% |
| Metropolis Healthcare Ltd | Equity | ₹14.72 Cr | 0.92% |
| SJS Enterprises Ltd | Equity | ₹12.79 Cr | 0.80% |
| Bosch Ltd | Equity | ₹12.68 Cr | 0.79% |
| Ola Electric Mobility Ltd | Equity | ₹12.66 Cr | 0.79% |
| Graphite India Ltd | Equity | ₹11.99 Cr | 0.75% |
| Go Fashion (India) Ltd | Equity | ₹11.58 Cr | 0.72% |
| Cello World Ltd | Equity | ₹9.16 Cr | 0.57% |
| InterGlobe Aviation Ltd | Equity | ₹7.54 Cr | 0.47% |
| Greaves Cotton Ltd | Equity | ₹6.6 Cr | 0.41% |
Allocation By Market Cap (Equity)
Large Cap Stocks
39.64%
Mid Cap Stocks
9.31%
Small Cap Stocks
34.37%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹400.47 Cr | 24.96% |
| Industrials | ₹281.52 Cr | 17.54% |
| Financial Services | ₹203.9 Cr | 12.71% |
| Communication Services | ₹125.37 Cr | 7.81% |
| Basic Materials | ₹88.67 Cr | 5.53% |
| Energy | ₹61.22 Cr | 3.82% |
| Healthcare | ₹59.7 Cr | 3.72% |
| Consumer Defensive | ₹53.41 Cr | 3.33% |
| Technology | ₹34.91 Cr | 2.18% |
| Utilities | ₹27.8 Cr | 1.73% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Dwijendra Srivastava
Since June 2024
S. Bharath
Since June 2024
Sandeep Agarwal
Since June 2024
Ratish Varier
Since June 2024
Pathanjali Srinivasan
Since June 2024
Additional Scheme Detailsas of 31st March 2025
ISIN INF903JA1LQ6 | Expense Ratio 0.51% | Exit Load 1.00% | Fund Size ₹1,605 Cr | Age 9 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Sundaram Business Cycle Fund Direct Growth?
What is the portfolio composition of Sundaram Business Cycle Fund Direct Growth?
Who manages the Sundaram Business Cycle Fund Direct Growth?
- Dwijendra Srivastava
- S. Bharath
- Sandeep Agarwal
- Ratish Varier
- Pathanjali Srinivasan
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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